Highly focused sales and marketing professional with over 15 years of experience in new business development, customer service, direct and indirect sales. Proven ability to manage inquiries, resolve issues, and consistently exceed client expectations. Skilled at building and maintaining strong relationships through excellent communication skills.
Overview
2025
2025
years of professional experience
Work History
Associate Customer Care Representative
Amica Mutual Insurance Company
09 2022 - Current
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Contributed to team success, consistently achieving call center performance metrics.
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Actively participated in weekly team meetings, discussing challenges faced as well as solutions implemented towards improving overall departmental performance.
Identified opportunities for upselling or cross-selling products during interactions, increasing revenue generation potential.
Collaborated with cross-functional teams to resolve complex customer issues in a timely manner and determine appropriate coverage options for clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Loss Mitigation Specialist
Shellpoint Mortgage Services
01.2019 - 01.2020
Managed portfolios consisting of 130 to 160 loans that were 31-120+ days delinquent and prevented unnecessary foreclosures by effectively communicating available options to borrowers and guiding them through loss mitigation processes.
Responsible for all VA, FHA and USDA loans (single point of contact)- contacting borrowers regularly while adhering to company communication standards, as well as federal and state laws, and documented details of each conversation in account logs
Educated borrowers as to various facts, laws, and ideas surrounding loss mitigation moderately concentrating on their rights while analyzing potential risks and evaluated loan products to identify suitable options for customers.
Collected required documents, calculated income, monthly housing expenses, and debt-to-income ratio to determine if borrowers pre qualify for modification or other assistance
Set loans up on forbearance, repayment plans and loan modification by evaluating borrower's hardship, assets, income, credit history, tax information, bank statements for financial status and to configure terms and down payment amount of proposed plans to assist customers in maintaining home ownership.
Optimized work processes through effective time management techniques, enabling consistent delivery of high-quality results under tight deadlines.
Contributed to departmental performance metrics by consistently meeting or exceeding established goals for successful loan modifications, short sales, and other loss mitigation solutions.
Collaborated with cross-functional teams to develop and implement new loss mitigation processes, enhancing operational efficiency by successfully implementing targeted loss mitigation strategies that minimized potential losses on troubled loans.
Client Care Manager
CRG Companies Inc. Real Estate
01.2016 - 01.2017
Responsible for managing all incoming customers and maintain relationships from initial point of contact to completion
Adept in database management utilizing websites and CRM, Follow Up Boss to Input/manage client lead databases with calls, emails and notes
Developed property listings by building rapport and reaching out to potential buyer/seller
Providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms
Met weekly goals including sales training while managing high call volume efficiently
Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Managed multiple listings simultaneously while maintaining consistent communication with all parties involved in each transaction.
Sales Representative
Pearson Clinical Assessment
01.2013 - 01.2014
Responsible for managing all incoming leads via phone, email and webinar
Followed up and nurture leads by responding to customer questions and requests for information regarding Quotient
Maintained pipeline of leads through Salesforce CRM
Vet opportunities and pass qualified leads to territory reps while closing deals in assigned territories
Presented Quotient webinar on a bi-weekly basis to large groups of physicians, psychologists and psychiatrists using Go-To Meeting
Collaborated closely with clinical teams, while maintaining relationships with clinicians to ensure seamless integration of products into existing workflows and improved patient outcomes.
Education
Associate of Arts -
Bergen Community College
Paramus, NJ
01.2000
Skills
Superior organizational skills
Personal Lines P&C Licensed Agent
Extensive knowledge of lending interest rates
Knowledge of loan and real estate methodologies
Good negotiation skills
Customer service
Sales Quota Achievement
Sales and Upselling
Remote Office Availability
MS Office
Certifications & Licenses
Real Estate Commission Salesman, 2017
Personal Lines Insurance Producer
License #20521185
11/16/2022-10/31/2026
Timeline
Loss Mitigation Specialist
Shellpoint Mortgage Services
01.2019 - 01.2020
Client Care Manager
CRG Companies Inc. Real Estate
01.2016 - 01.2017
Sales Representative
Pearson Clinical Assessment
01.2013 - 01.2014
Associate Customer Care Representative
Amica Mutual Insurance Company
09 2022 - Current
Associate of Arts -
Bergen Community College
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